Unclaimed Profile

Phillip Lloyd Clark

OMNISTAR FINANCIAL GROUP, INC.·WILMINGTON, North Carolina

SIE, Series 7, Series 24, Series 63, Series 6624 years registeredOMNISTAR FINANCIAL GROUP, INC.

1712 EASTWOOD ROAD, WILMINGTON, NC 28403CRD# 3044343Firm CRD# 138515

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Phillip Lloyd Clark · WILMINGTON, NC

Registration

CRD #3044343 · OMNISTAR FINANCIAL GROUP, INC. · 24 years registered

Brand Profile

Not yet started

Career History

OMNISTAR FINANCIAL GROUP, INC.

Feb 2009 – present

NORTH STAR FINANCIAL GROUP, INC.

Feb 2006 – Dec 2008

HICKORY, NC

ON INVESTMENT MANAGEMENT CO

Feb 2004 – Feb 2006

HICKORY, NC

LINSCO/PRIVATE LEDGER CORP.

Sep 2002 – Feb 2004

HICKORY, NC

CARILLON INVESTMENTS, INC

Dec 2001 – Sep 2002

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · December 31, 2001

Years registered · 24

Disclosure History

2010Customer Dispute·Settled

2008Customer Dispute·Denied

2006Customer Dispute·Closed-No Action

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

OMNISTAR FINANCIAL GROUP, INC.

CRD 138515 · SEC 801-107868

AUM

$185M

Regulatory assets under management

Employees

754 client accounts

Services offered by OMNISTAR FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OMNISTAR FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Phillip Lloyd Clark offer?

Phillip Lloyd Clark specializes in Financial Planning, Investment Management. Contact their office in WILMINGTON, North Carolina for a consultation.

What are Phillip Lloyd Clark's credentials?

Phillip Lloyd Clark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Phillip Lloyd Clark located?

Phillip Lloyd Clark is based in WILMINGTON, North Carolina, working with OMNISTAR FINANCIAL GROUP, INC.. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.

How does Phillip Lloyd Clark charge for services?

Phillip Lloyd Clark's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OMNISTAR FINANCIAL GROUP, INC.?

OMNISTAR FINANCIAL GROUP, INC. has approximately 7 employees and manages $185M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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